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Portfolio (Quarterly) Guide ↗

Bravias Capital Group, LLC

· CIK 0002054328
13F Portfolio $165M AUM 108 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 50 Added 32 Reduced 15 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SMH VANECK ETF TRUST 1,194.0 $430K 0.26% +74.0 +6.6% $360.16 +51.0%
42 VDC VANGUARD WORLD FD 1,999.0 $422K 0.26% +23.0 +1.2% $211.27 +11.1%
43 BTGD TIDAL TRUST II 10,645.0 $365K 0.22% +2K +19.0% $34.33 -14.8%
44 DTAN EA SERIES TRUST 11,247.0 $352K 0.21% +4K +53.5% $31.26 +2.5%
45 IEFA ISHARES TR 3,600.0 $322K 0.20% +682.0 +23.4% $89.46 +6.6%
46 JNJ JOHNSON & JOHNSON Healthcare 1,520.0 $315K 0.19% +220.0 +16.9% $207.00 +10.6%
47 ITAN EA SERIES TRUST 7,452.0 $276K 0.17% +1K +19.0% $37.04 +7.8%
48 STIP ISHARES TR 2,603.0 $267K 0.16% +19.0 +0.7% $102.39 +1.0%
49 VHT VANGUARD WORLD FD 778.0 $224K 0.14% +4.0 +0.5% $287.96 -4.8%
50 USAC USA COMPRESSION PARTNERS LP Energy 8,995.0 $207K 0.12% +142.0 +1.6% $23.00 +31.3%
Page 3 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.2%
Technology 19.5%
Communication Services 6.3%
Consumer Cyclical 4.9%
Industrials 4.3%
Consumer Defensive 3.5%
Healthcare 3.4%
Energy 1.8%
Utilities 1.0%